👍 One data point today could incinerate the entire dovish 2026 narrative in under a minute.

Markets are currently pricing in:

86.2% odds for 350–375 bps

13.8% for anything lower

That balance is about to be stress-tested — aggressively.

A hotter-than-expected NFP print, wage growth, or unemployment rate is all it takes to force a rapid curve repricing — faster than you can refresh your screen.

Right now, there is no margin of safety for the soft-landing thesis.

Stay alert. Volatility will decide.

Watching closely: $BTC

BTC
BTCUSDT
89,947.8
+2.15%

, $ETH

ETH
ETHUSDT
3,026.83
+3.59%

, $XRP

XRP
XRPUSDT
1.926
+2.22%

#NFP #FedWatch #InterestRates #MacroMarkets #YieldCurve #CryptoMacro #BTC #ETH #XRP